SAP Knowledge Base Article - Public

2806264 - The Industry value is not passed when converting a Lead into an Account

Symptom

You have added via adaptation mode the field Industry to the Lead-Account conversion screen. You maintain a value in this field. However, when the lead is converted, the field Industry appears empty.

Environment

SAP Cloud for Customer

Reproducing the Issue

  1. Go to the Sales work center.
  2. Go to the Lead view.
  3. Open a lead which has not been converted yet.
  4. Click on Actions > Convert to Account and Contact.
  5. Add the "Industry" field to this screen via the Adaptation Mode.
  6. Select a value for this field.

    Industry_ConvertionLeadAccount.png
  7. Click on Save and Open.
    RESULT: The "Industry" field in the account is empty.

    Industry_Account.png

Cause

All fields which are added to the Master Layout from the list "Add Other Fields" (not "Add Fields") do technically not belong to Leads.

AddOtherField_Industry.png

Therefore, these fields are blank in the conversion screen. However, the system allows the user to manually select a value in the conversion screen. Nevertheless, this value is then set according to the TI value that this field belongs to.
 
In this example, if you add the field Industry to the conversion screen, this field belongs technically to the Account and the value in the Account is still not created. Hence, the field will appear blank.

Resolution

Please, let the users know that they should not add fields displayed in the Adaption mode in “Add Other Fields” since they are not valid for Account Information.

See Also

2568923 - Fields are Blank or Greyed Out When Converting Or Associating Lead to Account or Contact

2558370 - The Fields Are Read-Only When Converting a Lead to an Account

Keywords

account, lead, convert, industry, Add Other Fields , KBA , LOD-CRM-LM , Lead Management , How To

Product

SAP Cloud for Customer add-ins all versions